Five Pine Wealth Management Schwab Strategic U.S. Mid Cap Transaction History
Five Pine Wealth Management
- $119 Billion
- Q4 2024
A detailed history of Five Pine Wealth Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Five Pine Wealth Management holds 36,728 shares of SCHM stock, worth $1.02 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
36,728Holding current value
$1.02 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio